See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,508 | $92,703+138.9% | $82,719+167.8% | $134,475+64.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.99% | 944.92%-939.9pp | 701.18%-696.2pp | 417.96%-413.0pp |
| Employer contribution / active EE | $18,737 | $3,274+472.3% | $3,009+522.7% | $4,740+295.3% |
| Participant deferral / active EE | $43,200 | $4,802+799.6% | $4,395+882.9% | $6,400+575.0% |
| Admin fee / account holder | $33,029 | $5,983+452.1% | $5,329+519.8% | $11,426+189.1% |